Skip to main content
menu
  • Home
  • Company
    • About
    • Our Team
    • Philanthropy
  • Services
    • Retirement Plan Consulting
    • Executive Benefits & Life Insurance
    • Wealth Management
    • Financial Wellness
  • Blog
  • Resources
    • Market Commentary
    • Financial Calculators
    • Technology Solutions
  • Contact
  • Client Portal

  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Our Team

Blake A. Thibault headshot

Blake A. Thibault

Managing Director
Marcella Saliba

Marcella Saliba

Vice President / Director of Operations
Dallas Otter headshot

Dallas Otter

Executive Vice President / Plan Advisor
Steve Brandel headshot

Steve Brandel

Executive Director
John Clark headshot

John Clark

Vice President / Advisor
Sean Kelly headshot

Sean Kelly

Vice President / Financial Advisor
Anthony Calomeni headshot

Anthony Calomeni

Vice President
Andy Ryan headshot

Andy Ryan

Investment Advisor Representative
Tim Herb headshot

Tim Herb

Operations Manager Life Division
Rebecca Tapia headshot

Rebecca Tapia

Assistant Vice President / Financial Consultant
Elsie Criswell headshot

Elsie Criswell

Client Services Manager

Maggie Vescio

Client Service Manager

Locations

WALNUT CREEK (Headquarters)

P | 800-437-0045
F | 415-778-0139

1350 Carlback Ave
Walnut Creek, CA 94596

 

IRVINE

P | 949-771-3400
F | 415-778-0139

18004 Sky Park Circle, Suite 210
Irvine, CA 92614

 

WASHINGTON

P | 800-437-0045
F | 206-702-2745

8015 SE 28th Street, Suite 214
Mercer Island, WA 98040

 

E | hfs@heffgroup.com

Get in Touch

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services are offered through Global Retirement Partners (GRP), an SEC Registered Investment Advisor. GRP, Heffernan Financial Services (HFS), and Heffernan Retirement Services (HRS) are separate entities from LPL Financial. GRP employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners;or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name of HFS or HRS, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Maine, Massachusetts, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, and Washington.

www.heffins.com/privacy-statement 

© 2022 Heffernan Financial Services All rights reserved.